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Automate a response field
I would like to automate a due date of 5 weeks from the creation date unless the status is “On Hold”. Then the date should be blank. When the status changes from “On Hold” to "Open" then the date can be recalculated as above. Unclear how this can be done.
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Ability to exclude a single column from an Automation Trigger
We have an automation that triggers when any field is added or changed and sends updates. However, we have a field that calculates the aging of each line item. We would like to exclude this single field from the trigger. Currently, our only option is to select all of the columns you DO want to be included, but not ones to…
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Share Sheet on Bridge
I am trying to share a sheet via the Share Sheet module. I have set it up with a data reference pointing at a sheet id (I have also tried it with just the sheet ID). I've confirmed the data reference as well. The run log is saying success, but it is not in fact sharing the sheet or sending the intended email. If anyone has…
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Merged: Compile List of Confirmed Sent Notifications (emails) with date/time/time zone
This discussion has been merged.
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How to Send Automated Email to Address Captured in a Form?
I'm setting up a help desk ticketing tracker. The help desk team takes calls from users and captures information in a Smartsheet form, which populates a sheet. The sheet autogenerates a ticket number. I want to automate an email to the caller's address, which was entered in the form. I was able to do this by setting up an…
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How to save attachments added in Smartsheet in Sharepoint using Power Automate
I want to create a flow in Power Automate to save all the new attachments in a Shared Point Every time that someone Attachs a file, that file is saved in one folder.
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Automatically add people in Contacts column depending on the Country
Hello everyone, My team has a sheet with Submitter, Country, Recommendation columns. Each Recommendation is related to a Country. According to the Country, the Submitter field would have to be automatically filled with the respective people for the specific country. The Recommendations are added through a form. In…
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Approval Flow Notification
Hello, I have a Smartsheet where employees log purchases that need to be done on the company visa card and have to get approved before the spend happens. That said, we have three categories of spend level and the approval request goes as follows: Under $1,000 - sent to their manager for approval From $1,000 to $5,000 -…
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Provide a template for an Automated Workflow Report
Provide a template for a standard Smartsheet Row Report that collects all creations and modifications of Automated Workflows. Include columns for the Last Execution Date/time, Next Scheduled Execution Date/time, Sheet Name for the source sheet containing the workflow, Created By, Create Date, Modified By, Modified Date
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How do I set up something in Smartsheet for Multiple Projects with the same tasks for each?
Hi, I've spent way to long trying to figure out if Smartsheet can do what I want it to do so I thought I'd ask the experts. I have about 70 events a year and 150 tasks to complete for each event. It is just me working on this so I don't need to assign or escalate. I need to have reminders on certain tasks for different…